# GENESEE BALANCED FUND, LTD. — Form D/A

GENESEE BALANCED FUND, LTD. of Road Town, Tortola, D8, a pooled investment fund, filed a Form D amendment with the SEC on 2014-03-11. $31.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2014-03-11
- Form: D/A
- Accession: 0000919574-14-002199
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $31.9M
- Minimum investment: $100K
- Investors: 94
- Date of first sale: 2000-01-01
- Security types: fund interests
- SEC file number: 021-127913

## Issuer

- Name: GENESEE BALANCED FUND, LTD.
- CIK: 0001457313
- Entity type: Corporation
- Jurisdiction: D8
- Address: c/o Harneys Corporate Services Limited, Road Town, Tortola, D8, VG1110
- Phone: (284) 494-2233

## Officers, directors & promoters (4)

| Name | Role | Location |
| --- | --- | --- |
| Howard Coleman | Executive Officer | Bellevue, WA |
| -- Genesee Investments LLC | Executive Officer | Bellevue, WA |
| Donald R Morken | Director | Bellevue, WA |
| Gordon W Casey | Director | Curacao, P8 |

## Other filings by this issuer (8)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2017-08-21](https://search.stillhousedata.com/formd/0000919574-17-006316) | D/A | — | $36.0M |
| [2016-08-19](https://search.stillhousedata.com/formd/0000919574-16-015065) | D/A | — | $36.0M |
| [2015-08-21](https://search.stillhousedata.com/formd/0000919574-15-006425) | D/A | — | $35.8M |
| [2013-03-08](https://search.stillhousedata.com/formd/0000919574-13-002234) | D/A | — | $32.2M |
| [2012-03-08](https://search.stillhousedata.com/formd/0000919574-12-002115) | D/A | — | $27.0M |
| [2011-03-01](https://search.stillhousedata.com/formd/0000919574-11-001849) | D/A | — | $26.8M |
| [2010-03-01](https://search.stillhousedata.com/formd/0000919574-10-001991) | D/A | — | $26.8M |
| [2009-03-16](https://search.stillhousedata.com/formd/0000919574-09-006039) | D | — | $102.1M |

## More

- [CIK 1457313 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1457313&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000919574-14-002199.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.